September 19 @ 12:00 PM - 2:00 PM AEST
Property continues to be one of the most attractive investment choices for SMSFs. However, for many trustees, buying a property outright simply isn’t feasible which is where smart structuring becomes essential.
As a tax, superannuation or financial advice professional, it’s important to understand the full spectrum of structuring options available. These include unit trusts, companies, limited recourse borrowing arrangements (LRBAs), tenants in common (TIC) arrangements, and direct ownership by the fund. Each approach comes with its own advantages, drawbacks, and compliance challenges, all of which can significantly influence client outcomes.
This two-hour online masterclass will include a recap of the core investment rules for SMSFs, which assets can and cannot be acquired from related parties, what qualifies as business real property, and the critical factors to weigh when deciding whether property should sit inside or outside super.
We will also explore the main structuring strategies for SMSF property investment, illustrated with practical examples that show how each works in practice. Throughout the masterclass we’ll step through the complex tax and superannuation rules that apply across the life of the investment, helping you guide clients with confidence and avoid costly compliance pitfalls.
Learning objectives
By the end of this masterclass, you will be able to:
- Understand the investment rules within super, including acquisitions from related parties and the definition of business real property.
- Assess when business real property may be better held inside or outside super.
- Identify and compare the key structures available for SMSF property investment.
- Explain the advantages and limitations of each option, including ownership, control, and tax considerations.
- Recognise the compliance obligations and risks associated with different property structures.
- Evaluate which structures may be most appropriate for different client circumstances.
- Provide proactive, compliant guidance to SMSF trustees considering property investment.
Register now to secure your place!
$199+GST (members) | $250+GST (non- members) | Platinum Members get it FREE
TPB CPD Hours: 2 hours | Legislated CPD Hours: To be confirmed
BUY Masterclass 1 and Masterclass 2 to get 15% off the second masterclass
PRESENTED BY
NATASHA PANAGIS
Natasha Panagis is a highly experienced wealth management specialist with deep expertise across a broad spectrum of financial services areas, including superannuation, self-managed superannuation funds (SMSFs), retirement planning, taxation, estate planning, insurance, social security, and aged care. With over 20 years in the industry, Natasha has developed a reputation as a trusted adviser and thought leader, delivering strategic insights and practical guidance to financial professionals and their clients.
Her ability to distill and communicate complex financial concepts in a clear, concise, and accessible manner has made her a sought-after commentator in the media. She has been regularly quoted in leading financial publications and frequently presents at industry conferences, professional development programs, and training workshops, where she shares her knowledge with financial planners, accountants, and legal professionals.
Natasha plays an instrumental role in shaping Australia’s financial services industry through her work in policy development and advocacy. She actively engages with Government bodies, regulators, and key industry stakeholders to influence policy settings, legislative changes, and regulatory reforms. Her contributions help ensure that the evolving financial landscape remains conducive to professional practitioners while safeguarding consumer interests.
In addition to her policy and advocacy work, Natasha is a passionate educator, regularly contributing technical articles and thought leadership pieces aimed at enhancing the knowledge and capability of financial professionals. Her dedication to professional excellence and commitment to improving financial literacy make her a valued contributor to the industry.
STUART SHEARY
Stuart Sheary is a highly respected financial services professional with over 20 years of industry experience, specialising in superannuation, social security, and self-managed superannuation funds (SMSFs). With a strong technical background and a deep understanding of Australia’s financial and regulatory landscape, Stuart has built a career dedicated to providing financial professionals with clear, actionable guidance in these complex areas.
Stuart is well known for his ability to simplify intricate legislative and technical matters, equipping advisers with the knowledge they need to navigate regulatory changes and strategic financial planning. His expertise is demonstrated through regular presentations at industry events, contributions to technical literature, and ongoing support for financial professionals seeking to enhance their understanding of superannuation and SMSFs. His technical acumen and practical approach make him a valued resource in the financial services sector.
Before joining the Institute of Financial Professionals Australia (IFPA), Stuart held a number of pivotal technical roles where he provided expert guidance and support to financial advisers on a range of complex financial planning matters. His ability to interpret and apply legislation in a real-world advisory context has been instrumental in helping advisers deliver better outcomes for their clients.
Stuart holds a Bachelor of Economics and a Bachelor of Arts. He is also a Certified Financial Planner (CFP®) and a Specialist SMSF Advisor (SSA®) accredited by the SMSF Association, reflecting his commitment to professional excellence.
With a passion for technical education and adviser support, Stuart continues to contribute meaningfully to the industry, ensuring financial professionals stay informed, confident, and well-equipped to navigate the evolving financial services landscape.
